See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,213 | $54,726-8.2% | $68,793-27.0% | $64,186-21.8% |
| Participation rate | 94.3% | 68.0%+26.3pp | 72.2%+22.1pp | 69.6%+24.7pp |
| Annual return | -3.59% | -1.62%-2.0pp | -4.63%+1.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $354 | $1,846-80.8% | $2,625-86.5% | $2,381-85.1% |
| Participant deferral / active EE | $990 | $2,626-62.3% | $3,311-70.1% | $3,470-71.5% |
| Admin fee / account holder | $6,917 | $4,027+71.8% | $5,131+34.8% | $4,888+41.5% |